**[AI Investment Boom Squeezes Stock-Bond Allocation, Institutions Suggest Bitcoin Could Become the "Third Leg" of Traditional Portfolios]** BlockBeats News, September 13 — Swiss crypto asset platform Bitcoin Suisse stated in its "2026 Crypto Wealth Management Report" that the rising wave of AI investments, increasing government debt, and higher stock-bond correlations are weakening the risk diversification capabilities of the traditional "stock-bond mix," thereby further enhancing the necessity of Bitcoin allocation. The report predicts that major U.S. cloud computing companies will spend over $800 billion on AI capital expenditures this year, potentially surpassing $1 trillion by 2027. Bitcoin Suisse believes that AI investments are concentrated among a few tech companies, and the associated infrastructure development, accompanied by significant debt financing, could further amplify concentration risks in investment portfolios. Bitcoin Suisse conducted backtesting on traditional portfolios and found that adding 1%, 2.5%, 5%, or 10% Bitcoin to a mix of stocks, bonds, gold, and money market assets improved both absolute returns and risk-adjusted returns. Specifically, when bond allocations were shifted to BTC, the annualized return increased from 6.2% (with no BTC allocation) to 7.2% with a 1% BTC allocation and 8.6% with a 2.5% BTC allocation. The report notes that Bitcoin is not a traditional safe-haven asset, but its scarcity and return drivers, which differ from those of stocks and bonds, could provide a new source of diversification for investment portfolios. [Original Link]